Intel acts effectively killing Falcon, and GPU of the next generation for high performance computing and work burdens Amnesty International.
The move comes at a time when Intel tries to correct the path after a number of disappointing products and historical losses, while competitors such as AMD and NVIDIA gain the land.
Intel Co-COO MICHELLE JOHNSTON HOLTHAUS said during the company’s fourth company’s profit call on Thursday, the company will benefit from “Falcon beaches” as an internal test segment, without providing it to the market.
“The Artificial Intelligence Data Center (…) is an attractive market for us,” said Holthhaus during a profit call on Thursday. (B) I am not happy with our place today. We are not yet participating in the market of the artificial intelligence data center based on the group of the pendants in a meaningful manner (…) One of the immediate actions that I have taken is to simplify the road map and focus our resources. “
The focus will instead on Jaguar Shores, which Holthaus described Intel’s opportunity to develop a system level on the shelf scale (…) to process the artificial intelligence data center on a larger scale. “
Holthus abandoned the expectations of the Falcon beaches last month, when it indicated that it was a “repetitive” step on the chip of the former artificial intelligence center of the company, Gaudi 3.
“We really need to think about how we move from Gaudi to the first generation of Falcon, which is the graphics processing unit.” He said in the appearance of the Barclet International Technology Conference. “I will tell you now, will it be great? No, but it is a good first step.”
Gaudi 3 is widely seen as an Intel Miss. In November, the company said it would not be able to achieve its goal of $ 500 million in Gaudi 3 sales due to software problems. Today, a few main service providers abide outside IBM using the slide.
Intel faces an arduous battle in the AI Data Data Center area. The AMD competitor is expected to achieve about $ 7 billion of artificial intelligence chips revenue in 2025, while NVIDIA, the artificial intelligence company that will overcome it, can reach $ 195 billion of revenues in the fiscal year 2026, according to some analysts.
“When I think about the opportunity of our Amnesty International, my focus is on the problems that our customers are trying to solve, most notably the need to reduce cost and increase the efficiency of the account,” Holthhaus said. “In this way, the approach that suits everyone will not succeed, and I can see clear opportunities to benefit from our basic assets in new ways to pay the total cost of ownership through continuity.”
